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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,979 | $160,070-64.4% | $147,117-61.3% | $145,897-60.9% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 16.80% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,533 | $5,285-52.1% | $4,932-48.6% | $4,663-45.7% |
| Participant deferral / active EE | $3,151 | $8,419-62.6% | $8,065-60.9% | $6,689-52.9% |
| Admin fee / account holder | $298 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |